Peck Wealth Management, LLC
13F Reported Value
ⓘ$99.7M
Holdings
122
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Peck Wealth Management, LLC disclosed 122 positions worth $99.7M in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 2 new positions and exited 10 and a full exit from $PANW. The portfolio is most concentrated in Other (57.2% of disclosed assets). All figures are sourced directly from Peck Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2135125.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
—Quality
$9.4M29,454 sh- 76.1#112
Quality
$7.4M29,142 sh JPMORGAN INCOME ETF
—Quality
$3.8M83,383 shJPMORGAN U.S. QUALITY FACTOR ETF
—Quality
$3.3M54,392 sh- —
Quality
$3.3M19,978 sh - 90.2
Quality
$3.2M18,431 sh - 83.7
Quality
$2.8M7,568 sh JPMORGAN ACTIVE BOND ETF
—Quality
$2.7M50,250 shGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
—Quality
$2.5M48,740 sh- 74.6
Quality
$2.4M11,717 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | — | $9.4M | 29,454 |
 Apple Inc.$AAPL | 76.1#112 | $7.4M | 29,142 |
| JPMORGAN INCOME ETF | — | $3.8M | 83,383 |
| JPMORGAN U.S. QUALITY FACTOR ETF | — | $3.3M | 54,392 |
 Invesco Ltd.$IVZ | — | $3.3M | 19,978 |
 NVIDIA CORP$NVDA | 90.2 | $3.2M | 18,431 |
 MICROSOFT CORP$MSFT | 83.7 | $2.8M | 7,568 |
| JPMORGAN ACTIVE BOND ETF | — | $2.7M | 50,250 |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | — | $2.5M | 48,740 |
 AMAZON COM INC$AMZN | 74.6 | $2.4M | 11,717 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peck Wealth Management, LLC's 122 positions.
Showing top 10 of 122 holdings.
Sector Allocation
Other
$57.0M
Technology
$17.5M
Financials
$12.0M
Industrials
$4.6M
Consumer Discretionary
$3.4M
Materials
$1.9M
Healthcare
$1.2M
Energy
$994,615
Full Holdings — Peck Wealth Management, LLC (Q1 2026)
All 122 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $9.4M | 9.5% | -0% | — |
| 2 | $AAPL | Apple Inc. | $7.4M | 7.4% | -1% | 76.1 |
| 3 | — | JPMORGAN INCOME ETF | $3.8M | 3.9% | +6% | — |
| 4 | — | JPMORGAN U.S. QUALITY FACTOR ETF | $3.3M | 3.4% | -12% | — |
| 5 | $IVZ | Invesco Ltd. | $3.3M | 3.3% | -0% | — |
| 6 | $NVDA | NVIDIA CORP | $3.2M | 3.2% | -3% | 90.2 |
| 7 | $MSFT | MICROSOFT CORP | $2.8M | 2.8% | +0% | 83.7 |
| 8 | — | JPMORGAN ACTIVE BOND ETF | $2.7M | 2.7% | -1% | — |
| 9 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $2.5M | 2.5% | +2% | — |
| 10 | $AMZN | AMAZON COM INC | $2.4M | 2.5% | -1% | 74.6 |
| 11 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.3M | 2.3% | -3% | 66.7 |
| 12 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF | $2.2M | 2.2% | -16% | — |
| 13 | — | INVESCO LARGE CAP GROWTHETF | $2.1M | 2.1% | -2% | — |
| 14 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $1.9M | 1.9% | -7% | — |
| 15 |  $TSLA | Tesla, Inc. | $1.9M | 1.9% | +0% | 50.1 |
| 16 | — | ISHARES CORE MSCI EUROPEETF | $1.9M | 1.9% | -11% | — |
| 17 | — | PUTNAM FOCUSED LARGE CAPVALUE ETF | $1.9M | 1.9% | -2% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 1.8% | +0% | — |
| 19 | — | GLOBAL X DEFENSE TECH ETF | $1.7M | 1.8% | +0% | — |
| 20 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $1.7M | 1.8% | +17% | — |
| 21 |  $OUNZ | VanEck Merk Gold ETF | $1.7M | 1.7% | -1% | — |
| 22 | — | JPMORGAN CORE PLUS BOND ETF | $1.6M | 1.6% | +2% | — |
| 23 | — | ISHARES RUSSELL 1000 ETF | $1.5M | 1.5% | -9% | — |
| 24 |  $HWM | Howmet Aerospace Inc. | $1.4M | 1.4% | -15% | 79.1 |
| 25 | — | ISHARES RUSSELL 1000 GROWTH ETF | $1.4M | 1.4% | -4% | — |
| 26 |  $WT | WisdomTree, Inc. | $1.4M | 1.4% | NEW | 62.9 |
| 27 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.4M | 1.4% | -1% | — |
| 28 | — | VANECK MORNINGSTAR WIDE MOAT ETF | $1.3M | 1.3% | -9% | — |
| 29 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $1.2M | 1.2% | -22% | — |
| 30 | — | ISHARES CORE S&P 500 ETF | $1.2M | 1.2% | -2% | — |
| 31 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 1.1% | -5% | 35.6 |
| 32 |  $GOOGL | Alphabet Inc. | $1.1M | 1.1% | +0% | 80.2 |
| 33 | $WT | WisdomTree, Inc. | $1.1M | 1.1% | -5% | 62.9 |
| 34 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1.0M | 1.1% | -5% | — |
| 35 |  $XOM | EXXON MOBIL CORP | $834,049 | 0.8% | +0% | 61.8 |
| 36 | — | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $781,009 | 0.8% | +58% | — |
| 37 | — | VANGUARD FTSE EUROPE ETF | $778,938 | 0.8% | -44% | — |
| 38 | — | AVANTIS INTERNATIONAL EQUITY ETF | $731,446 | 0.7% | NEW | — |
| 39 | — | ISHARES RUSSELL 1000 VALUE ETF | $712,803 | 0.7% | +0% | — |
| 40 | — | ISHARES CORE S&P MID-CAPETF | $700,961 | 0.7% | -9% | — |
| 41 |  $AVGO | Broadcom Inc. | $634,496 | 0.6% | +0% | 86.4 |
| 42 | — | PGIM TOTAL RETURN BOND ETF | $622,583 | 0.6% | +5% | — |
| 43 |  $V | VISA INC. | $605,387 | 0.6% | -6% | 83.5 |
| 44 | — | JPMORGAN U.S. TECH LEADERS ETF | $593,368 | 0.6% | -12% | — |
| 45 |  $FTNT | Fortinet, Inc. | $586,341 | 0.6% | +0% | 78.1 |
| 46 | — | JPMORGAN MUNICIPAL ETF | $526,435 | 0.5% | +0% | — |
| 47 |  $GS | GOLDMAN SACHS GROUP INC | $507,594 | 0.5% | +0% | — |
| 48 |  $SPGI | S&P Global Inc. | $481,485 | 0.5% | -8% | 79.4 |
| 49 | — | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $463,954 | 0.5% | NEW | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $450,747 | 0.5% | +0% | 72.8 |
| 51 | — | T. ROWE PRICE INTERNATIONAL EQUITY ETF | $450,318 | 0.5% | -9% | — |
| 52 |  $MRK | Merck & Co., Inc. | $440,141 | 0.4% | +0% | 70.9 |
| 53 | — | JPMORGAN SHORT DURATION CORE PLUS ETF | $435,943 | 0.4% | +121% | — |
| 54 |  $GLW | CORNING INC /NY | $388,497 | 0.4% | -36% | 72.7 |
| 55 |  $PLTR | Palantir Technologies Inc. | $351,072 | 0.3% | +0% | 85.8 |
| 56 |  $__PARK_1390777 | Bank of New York Mellon Corp | $350,433 | 0.3% | +0% | 36.7 |
| 57 | — | VANGUARD S&P 500 ETF | $340,006 | 0.3% | +0% | — |
| 58 |  $PEP | PEPSICO INC | $335,737 | 0.3% | +0% | 62.7 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $335,440 | 0.3% | +0% | 64.5 |
| 60 |  $WMT | Walmart Inc. | $332,325 | 0.3% | -7% | 63.2 |
| 61 | — | ISHARES EXPANDED TECH SECTOR ETF | $328,948 | 0.3% | +0% | — |
| 62 |  $CAT | CATERPILLAR INC | $309,597 | 0.3% | +0% | 67.8 |
| 63 |  $HD | HOME DEPOT, INC. | $295,014 | 0.3% | -18% | 69.2 |
| 64 | — | ISHARES NEW YORK MUNI BOND ETF | $280,208 | 0.3% | +60% | — |
| 65 |  $GOOG | Alphabet Inc. | $280,083 | 0.3% | +0% | 80.2 |
| 66 |  $AXP | AMERICAN EXPRESS CO | $272,232 | 0.3% | -12% | 73.2 |
| 67 | — | VANGUARD UTILITIES INDEXFUND ETF SHARES | $256,140 | 0.3% | -80% | — |
| 68 | $IVZ | Invesco Ltd. | $255,791 | 0.3% | +0% | — |
| 69 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $235,334 | 0.2% | +25% | — |
| 70 |  $MCO | MOODYS CORP /DE/ | $218,125 | 0.2% | +0% | 81.3 |
| 71 |  $GE | GENERAL ELECTRIC CO | $212,828 | 0.2% | +0% | 74.8 |
| 72 |  $TJX | TJX COMPANIES INC /DE/ | $191,640 | 0.2% | +0% | 70.7 |
| 73 |  $GEV | GE Vernova Inc. | $163,232 | 0.2% | +0% | 70.1 |
| 74 |  $KO | COCA COLA CO | $156,891 | 0.2% | -4% | 74 |
| 75 |  $CSCO | CISCO SYSTEMS, INC. | $155,180 | 0.2% | +0% | 72.3 |
| 76 |  $CL | COLGATE PALMOLIVE CO | $154,181 | 0.1% | +0% | 72.4 |
| 77 |  $PFE | PFIZER INC | $143,742 | 0.1% | +0% | 69 |
| 78 |  $ORCL | ORACLE CORP | $130,045 | 0.1% | -55% | 67.2 |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $128,539 | 0.1% | +0% | 67 |
| 80 | — | ISHARES S&P 500 GROWTH ETF | $126,570 | 0.1% | +0% | — |
| 81 |  $ADP | AUTOMATIC DATA PROCESSING INC | $115,000 | 0.1% | +0% | 77.9 |
| 82 | — | ISHARES 01 YEAR TREASURYBOND ETF | $114,254 | 0.1% | +0% | — |
| 83 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $112,550 | 0.1% | +0% | — |
| 84 |  $ABT | ABBOTT LABORATORIES | $107,804 | 0.1% | -43% | 67 |
| 85 | — | JPMORGAN ULTRA-SHORT INCOME ETF | $99,113 | 0.1% | +0% | — |
| 86 |  $CVX | CHEVRON CORP | $98,898 | 0.1% | +0% | 54.7 |
| 87 |  $QCOM | QUALCOMM INC/DE | $96,714 | 0.1% | +0% | 81.9 |
| 88 |  $DIS | Walt Disney Co | $96,380 | 0.1% | +0% | 68.9 |
| 89 |  $PG | PROCTER & GAMBLE Co | $96,197 | 0.1% | +0% | 72.9 |
| 90 |  $BLK | BlackRock, Inc. | $96,171 | 0.1% | +0% | 70.3 |
| 91 | — | ISHARES 1-3 YEAR TREASURY BOND ETF | $90,827 | 0.1% | +0% | — |
| 92 | — | NYLI MACKAY MUNI INTERMEDIATE ETF | $89,188 | 0.1% | +0% | — |
| 93 |  $AMP | AMERIPRISE FINANCIAL INC | $88,880 | 0.1% | -17% | 70.2 |
| 94 | — | STATE STREET SPDR S&P DIVIDEND ETF | $87,564 | 0.1% | +0% | — |
| 95 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $85,344 | 0.1% | +0% | — |
| 96 |  $INTC | INTEL CORP | $80,846 | 0.1% | +0% | 41.5 |
| 97 |  $BAC | BANK OF AMERICA CORP /DE/ | $68,250 | 0.1% | -10% | 68.4 |
| 98 |  $MA | Mastercard Inc | $62,458 | 0.1% | -44% | 81.7 |
| 99 |  $SLB | SLB LIMITED/NV | $61,668 | 0.1% | +0% | 63.2 |
| 100 | $WT | WisdomTree, Inc. | $60,336 | 0.1% | +0% | 62.9 |
| 101 |  $NEE | NEXTERA ENERGY INC | $55,728 | 0.1% | +0% | 71.7 |
| 102 |  $EMN | EASTMAN CHEMICAL CO | $55,103 | 0.1% | -17% | 49.4 |
| 103 |  $T | AT&T INC. | $54,907 | 0.1% | +0% | 71.9 |
| 104 |  $NOW | ServiceNow, Inc. | $52,275 | 0.1% | +0% | 76 |
| 105 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $49,153 | 0.1% | +0% | 63.7 |
| 106 | — | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $48,648 | 0.1% | +0% | — |
| 107 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $48,480 | 0.1% | +0% | — |
| 108 |  $RTX | RTX Corp | $47,260 | 0.1% | +0% | 70 |
| 109 | — | NYLI MACKAY MUNI INSUREDETF | $45,049 | 0.1% | +0% | — |
| 110 | — | ISHARES S&P 500 VALUE ETF | $40,963 | 0.0% | +0% | — |
| 111 |  $DUK | Duke Energy CORP | $39,282 | 0.0% | +0% | 64 |
| 112 |  $LLY | ELI LILLY & Co | $35,871 | 0.0% | +0% | 89.3 |
| 113 |  $RSG | REPUBLIC SERVICES, INC. | $29,130 | 0.0% | -69% | 72 |
| 114 |  $ES | EVERSOURCE ENERGY | $27,712 | 0.0% | -43% | 67 |
| 115 |  $STT | STATE STREET CORP | $27,337 | 0.0% | +0% | 61.5 |
| 116 |  $ADBE | ADOBE INC. | $24,308 | 0.0% | +0% | 80.4 |
| 117 |  $VZ | VERIZON COMMUNICATIONS INC | $23,644 | 0.0% | +0% | 71.6 |
| 118 |  $GILD | GILEAD SCIENCES, INC. | $22,996 | 0.0% | -51% | 77.8 |
| 119 |  $MMM | 3M CO | $21,784 | 0.0% | +0% | 60.7 |
| 120 |  $GEHC | GE HealthCare Technologies Inc. | $17,795 | 0.0% | +0% | 58.2 |
| 121 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $12,142 | 0.0% | +0% | 74.6 |
| 122 | — | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $4,952 | 0.0% | +0% | — |
New Positions (2)
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